a
Web-based mutual fund analysis tool that reviews your clients'
or prospects' mutual funds and individual equities.
an
easy to use application that provides a comprehensive portfolio
review and can evaluate equity and sector allocation in mutual
funds on a percentage basis.
a "must
have" resource that can be
used as a strong sales tool.
generate
new business by showing prospects the lack of diversification
in their 401K and/or mutual fund portfolio.
review
holdings at a touch and consider changes to add diversification.
see
quickly if a fund would be a good "fit" for
an existing portfolio.
with
Institional Liscensing, Overlap can provide tools for your
financial advisors.
a
Web-based mutual fund analysis tool that reviews your clients'
or prospects' mutual funds and individual equities.
